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Administrator Guide
Last Updated: 2023-06-23
Set Up Columns for Simple Reports

Set Up Columns for Simple Reports

  • Create a custom simple report.
  • Security: These domains in the System functional area:
    • Custom Report Creation
    • Manage: All Custom Reports
You can select fields from associated business objects to display on simple reports.
  1. Access the
    Edit Custom Report
    task.
  2. As you complete the
    Columns
    tab, consider:
    Option Description
    Order
    Select the order that the fields should display in for your report. The first row in the grid represents the first column on the report, the second row represents the second column, and so on.
    Field
    Select the field associated with the business object to include in your report.
    Column Heading Override
    Specify a name to use instead of the populated name on this report to ensure that any future renaming by Workday doesn't impact your labels. Workday supports translations for this field on your report.
    Format
    Select a format to apply to currency and numeric fields. When displaying numbers in
    Thousands
    or
    Millions
    format, Workday rounds each number independently.
    Options
    Available options depend on your field type.
    You can also select the
    Create
    prompt to create these custom display options:
    • Create Analytic Indicator
      , which enables you to use the indicator in other reports throughout your tenant.
    • Create Analytic Indicator for Report
      , which enables you to use the indicator only in the current report.
    • Create Percentile for Report
      , which enables you to create custom percentiles up to 2 decimal places to use in your report. Workday uses an approximate value for currency and numeric fields in the percentile (PCTL).
To convert a simple report to an advanced report, access the related actions menu of your simple report and select
Custom Report
Change to Advanced Report Type
.